Elite Wealth Management, LLC Buys SPDR S&P 500 ETF Trust, PowerShares QQQ Trust Ser 1, Nike Inc, Sells Heritage Financial Corp, Raytheon Co, Amgen Inc

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Jan 23, 2020
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Investment company Elite Wealth Management, LLC (Current Portfolio) buys SPDR S&P 500 ETF Trust, PowerShares QQQ Trust Ser 1, Nike Inc, UnitedHealth Group Inc, Facebook Inc, sells Heritage Financial Corp, Raytheon Co, Amgen Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Elite Wealth Management, LLC. As of 2019Q4, Elite Wealth Management, LLC owns 27 stocks with a total value of $179 million. These are the details of the buys and sells.

For the details of Elite Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elite+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Elite Wealth Management, LLC
  1. SPDR S&P 500 ETF Trust (SPY) - 508,600 shares, 41.76% of the total portfolio.
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 109,562 shares, 13.02% of the total portfolio. Shares added by 99.11%
  3. SPDR S&P 500 ETF Trust (SPY) - 69,358 shares, 12.48% of the total portfolio. Shares added by 108.36%
  4. Microsoft Corp (MSFT) - 122,541 shares, 10.80% of the total portfolio. Shares reduced by 3.77%
  5. Apple Inc (AAPL) - 29,601 shares, 4.86% of the total portfolio. Shares reduced by 1.23%
New Purchase: Nike Inc (NKE)

Elite Wealth Management, LLC initiated holding in Nike Inc. The purchase prices were between $89.18 and $101.57, with an estimated average price of $94.39. The stock is now traded at around $103.02. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,437 shares as of .

New Purchase: Facebook Inc (FB)

Elite Wealth Management, LLC initiated holding in Facebook Inc. The purchase prices were between $174.6 and $208.1, with an estimated average price of $194.27. The stock is now traded at around $219.76. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,093 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Elite Wealth Management, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $299.46. The impact to a portfolio due to this purchase was 0.13%. The holding were 815 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Elite Wealth Management, LLC added to a holding in SPDR S&P 500 ETF Trust by 108.36%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $331.72. The impact to a portfolio due to this purchase was 6.49%. The holding were 69,358 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Elite Wealth Management, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 99.11%. The purchase prices were between $184.05 and $213.79, with an estimated average price of $200.68. The stock is now traded at around $224.59. The impact to a portfolio due to this purchase was 6.48%. The holding were 109,562 shares as of .

Added: Boeing Co (BA)

Elite Wealth Management, LLC added to a holding in Boeing Co by 35.44%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $317.79. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,911 shares as of .

Sold Out: Heritage Financial Corp (HFWA)

Elite Wealth Management, LLC sold out a holding in Heritage Financial Corp. The sale prices were between $25.86 and $29.02, with an estimated average price of $27.63.

Sold Out: Raytheon Co (RTN)

Elite Wealth Management, LLC sold out a holding in Raytheon Co. The sale prices were between $191.28 and $221.02, with an estimated average price of $211.93.



Here is the complete portfolio of Elite Wealth Management, LLC. Also check out:

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3. Elite Wealth Management, LLC's High Yield stocks
4. Stocks that Elite Wealth Management, LLC keeps buying
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